By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
Back to Template Repository

Customer onboarding

Customer Calls
Customer Calls
Product & UX Research
Product & UX Research
General
General
SaaS
SaaS
Design
Design
Customer Calls
Customer Calls
Product & UX Research
Product & UX Research
General
General
SaaS
SaaS
Design
Design

Use this Customer Onboarding template in MeetGeek and get the meeting recording, transcript, AI summary & action items.

Sign in
Read documentation
Featured

Customer onboarding

Customer Onboarding Template

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

  • dsads
  • asds
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Why you need customer onboarding process?

Customer onboarding is the process through which new customers are introduced to a product or service, ensuring they understand its value and how to utilize it effectively. This critical phase  in client journey sets the foundation for customer satisfaction, retention, and long-term loyalty.

Effective customer onboarding processes, facilitated by digital customer onboarding tools and user onboarding templates, guide customers through their initial interactions with your offering, making the experience as smooth and informative as possible.

The Importance of a Customer Onboarding Template

A customer onboarding template serves as a roadmap for consistently delivering a high-quality onboarding experience to every new customer. By standardizing the onboarding process, businesses can ensure that no critical steps are missed, and that every customer receives the same level of instruction and support. This not only helps in achieving customer success onboarding plans but also streamlines internal processes, making onboarding scalable.

Customer onboarding agenda

Welcome & Introductions (5 minutes)
- Brief welcome note

Product/Service Overview (10 minutes)

- Highlight main features and benefits
- Share use-case scenarios based on customer's profile

Setup & Integration Walkthrough (20 minutes)

- Step-by-step guide for setup (if applicable)
- Tips for smooth integration into customer’s ecosystem

Best Practices Session (10 minutes)
- Share proven strategies or methods to maximise product/service benefits
- Address common pitfalls or mistakes and how to avoid them

Q&A Session (15 minutes)
-
Address any questions or concerns the customer might have

Wrap-up & Next Steps (5 minutes)
- Recap main points of the onboarding
- Share any immediate action items or follow-ups
- Thank the customer for their time and reiterate commitment to their success

Team meeting template includes:

  • Pre-filled agenda (editable)
  • Highlights (aka, tags): #best_practices, #feedback, #product_ overview, #setup, #integration, #resources
  • Custom dictionary
  • Meeting KPIs: Engagement quotient, Resource navigation, Trust index, Call sentiment, Talk ratio, Speaker distribution, etc.

What types of meetings can I use this template for?

  • client onboarding
  • demo call
  • discovery call
  • customer check-in call

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

  • dsads
  • asds

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Integrations offered

Project management
Collaboration

Asana

Sync meeting recordings, transcripts, highlights and tasks to Asana.

CRM

HubSpot

Automatically sync meeting recordings, transcripts, highlights and tasks to HubSpot deals

CRM

Pipedrive

Automatically sync meeting recordings, transcripts and highlights to Pipedrive.

CRM

Salesforce

Automatically sync meeting recordings, transcripts and highlights to Salesforce

Custom

Zapier

Sync MeetGeek meeting recordings, transcripts, highlights, and tasks to 2000+ apps through Zapier flows.

Get Started with Meetgeek

Turn meetings from a necessary evil into a positive and rewarding experience

Sign Up For Free
No credit card required
screenshot of two people meeting online and record their conversation with AI assistant